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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
1201
Capital Market Strategies
Florida
$484K – – –
EWA
1202
ERTS Wealth Advisors
Michigan
$484K +$11.5K +75 +3%
CAG
1203
Csenge Advisory Group
Florida
$484K +$46K +300 +12%
MIM
1204
Moseley Investment Management
Florida
$481K -$42.2K -275 -9%
AIM
1205
Arcadia Investment Management
Michigan
$480K -$7.67K -50 -2%
CH
1206
Cromwell Holdings
Wyoming
$480K – – –
SG
1207
StoneX Group
New York
$479K +$437K +2,850 New
QC
1208
Quent Capital
New York
$477K +$11.5K +75 +3%
HWA
1209
Heartwood Wealth Advisors
Virginia
$476K -$115K -750 -21%
DWM
1210
Drive Wealth Management
Utah
$473K +$95.9K +625 +29%
V
1211
VeraBank
Texas
$472K -$3.83K -25 -0.9%
SP
1212
Stablepoint Partners
Massachusetts
$472K – – –
LFA
1213
Legacy Financial Advisors
Kentucky
$472K +$11.5K +75 +3%
EWA
1214
EverSource Wealth Advisors
Alabama
$468K -$72.9K -475 -15%
WANY
1215
Wealthspire Advisors (New York)
New York
$468K +$23K +150 +6%
WA
1216
Waddell & Associates
Tennessee
$468K – – –
MIM
1217
Morningstar Investment Management
Illinois
$464K – – –
CWM
1218
Connecticut Wealth Management
Connecticut
$463K -$34.5K -225 -8%
FWM
1219
Fairhaven Wealth Management
Illinois
$463K – – –
GCWM
1220
Graham Capital Wealth Management
District of Columbia
$463K +$7.67K +50 +2%
CB
1221
Cadence Bank
Mississippi
$463K – – –
OIA
1222
Optimum Investment Advisors
Illinois
$459K -$42.2K -275 -9%
MCA
1223
MSH Capital Advisors
Arizona
$459K – – –
TFA
1224
Trinity Financial Advisors
Ohio
$459K – – –
WFC
1225
Western Financial Corp
California
$456K -$671K -4,375 -62%
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